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Lead Restriction Based On User Workspace Assignment

Question asked by Raymond Johnson on May 22, 2015
Latest reply on May 22, 2015 by Raymond Johnson

I’m looking for the best way to achieve the following setup for a new Marketo instance where users share a lead partition for contacts/leads but are not able to see a specific contact/lead unless it meets the is specific requirement for the users workspace.

 

For example: If there was three leads; Lead A, Lead B, and Lead C and they are subscribed as follows:

 

News – Lead A, Lead B

Promo – Lead B, Lead C

 

Users with access to the "News" workspace can see Lead A & Lead B, but not Lead C. And, Users for workspace "Promo" can see Lead B & Lead C, but not Lead A.

 

…and just to clarify we don’t want any duplicates

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